FormAssembly & Salesforce Integration

Is your organization tired of collecting data from web forms, emails or over the phone, and having to manually input the data into Salesforce? Worried that some data might not be getting into the right department? By utilizing FormAssembly with Salesforce integration, you are able to easily build custom web forms that automatically push data into Salesforce creating a more efficient flow and better productivity for numerous departments in your organization. As a certified Salesforce Consulting Company, KeyNode Solutions has helped numerous organizations build successful form-to-CRM solutions that can help companies just like yours!

What is FormAssembly?

FormAssembly is one of the highest-rated apps on the Salesforce Appexchange. As a paid enterprise platform for form creation and data collection, it provides advanced Salesforce integration, simple drag-and-drop form creation features and sensitive data protection (such as financial and HIPAA data).

FormAssembly allows you to make your business processes more efficient and eliminate the headaches associated with collecting responses. Your organization is able to quickly build custom, functional forms with its built-in form builder component as well as define field input types, set conditional rules and add validations. In addition, with our help and Salesforce integration, all of your form data is effectively pushed into Salesforce allowing you to view your data, manage leads, onboard new clients, etc. all in one location to elevate your business!

How Can FormAssembly Help You?

We have all spent too much time building custom web forms (or waiting on our development team to complete our requests). With FormAssembly’s drag-and-drop form builder component, you can work directly in the FormAssembly app to create and modify forms and seamlessly publish those to the public via a number of options:

• Published link, eg. https://yourdomain.tfaforms/form3
• HTML code copy & paste,
• Popular CMS plugins such as WordPress or Drupal

Once the FormAssembly form is published and the Salesforce integration is complete, you will be easily able to view all your data in one centralized location giving you greater flexibility and control.

Why Choose KeyNode Solutions for Your FormAssembly & Salesforce Integration?

At KeyNode Solutions, we understand business. As Salesforce Partner Navigator – Level II Specialists in Developer & Integration Services, we have helped numerous businesses integrate FormAssembly with Salesforce. Here is just a small sample of how our expertise in FormAssembly custom integration can help your organization:

• Create responsive forms for standard and custom Salesforce objects
• Conditionally create or update records (helps avoid duplication!)
• Create and update Salesforce Marketing Cloud records
• Automatically fill your form with pre-existing data from Salesforce
• Capture new leads, referral submissions, and other information from your website
• Make client onboarding easier (no more long email chains)
• Update information in Salesforce and upload files or attachments
• Perform live lookups in Salesforce forms
• Create Chatter posts
• Import payment gateway info
• And much more

To learn more how KeyNode Solutions can assist you or if you have any questions, don’t hesitate to call us at (858) 215-5371 or visit our Contact Page. We look forward to working together!